The main toolbar is located at the top of the report viewer. The table below lists the options available in the main toolbar.
Note: If a button is greyed out, it is not available for use.
Item | Button | Description |
---|---|---|
Open | ![]() |
Allows you to open an existing document. |
Save Menu | ![]() |
Allows you to save the document to the location on the repository where it was saved previously.
Note: The first time a document is saved using this button, the user will be prompted to provide the location to save the report and a name for the report. |
![]() |
Allows you to print a report or save it to a virtual printer. | |
Find | ![]() |
Allows you to search for specific text in the report results. A window will appear at the bottom of the report to enter text. |
History | ![]() |
Allows you to search to see if any past instances of the current report exist in the repository. |
Export | ![]() |
Allows you to export reports to your workstation as a PDF, an Excel spreadsheet, or a CSV file. |
Undo | ![]() |
Allows you to reset the report to how it displayed before your last change. |
Redo | ![]() |
Allows you to reset the report to how it displayed after you undid your last change. |
Refresh Data | ![]() |
Allows you to refresh the report data and change prompt values. |
Drill | ![]() |
Allows you to navigate the report by hierarchy. The following standard reports contain drillable hierarchies: |
Freeze | ![]() |
Allows you to keep the header or a portion of the table visible while the rest of the table scrolls. |
Outline | ![]() |
Allows you to show or hide the outline. It will provide the possibility to fold and unfold report elements. Click anywhere in the report table to activate this button. |